Top 07 Salesforce Automation Tools Which Do You Use

Salesforce automation is concerning automating enterprise operations such as order tracking of the customer, inventory control, and sales process administration. Salesforce automation tools are the set of devices used for automating the tasks of CRM software. This software is commonly recognized as SFA software while on the other hand, are known as CRM software.

Generally, they incorporate a separate web-ready database, Email package, and personalizable templates. They use a 3-tier infrastructure to classify database, server, and application that diminishes the load of programming demand from the side of the client. As a few times, companies have their specific approach to accomplish business approaches so that as per the business-specific needs, this software can also be customized.

Cloufi is a top-rated Salesforce development company based in Pune, India. With a team of highly proficient and professional Salesforce consultants, we are catering the clients across the globe for over a decade. In entire our service span, instead of focusing on making money, we targeted our efforts on delivering highly satisfactory results to the clients.  The best thing that makes us feel proud of our service policy is that the overall percentage of our existing clients includes 60% returning clients and 40% new clients. These figures show how adequately we are serving and what level of service satisfaction we are delivering.

We not only offer Salesforce development services, but we also provide lifetime support services to the Salesforce-based products, no matter who has developed it. The one more thing that makes our development approach unique from others is our transparent and customizable code. We write independent code that any of the developers with sufficient knowledge can make changes as per the further needed updates.

There is a wide range of Salesforce automation tools available in the market. We are here with a cumulated listing of Salesforce marketing & sales process automation tools to assist the companies in automating their business operations and processes.

The arrival of Salesforce automation tools has brought a revolution in the world of digitalization. Earlier the manual management of the business operations looks very tedious and error-prone, but the automation tools had made everything seems smooth. Let’s have a look at some of the most popular Salesforce automation tools to which we can integrate into our business infrastructure to boost up productivity and efficiency.

  1. SALESFORCE SALES CLOUD

When we talk about the Salesforce automation tools, then Sales Cloud comes at the top, as it is the most famous one. It helps in determining suitable clients, ending deals, and also assists in the more accelerated account growth. Sales Cloud is not just a Salesforce automation system; however, it is also an all-in-one platform for Customer Relationship Management system that provides multiple functionalities.

Features of Sales Cloud

  • Opportunity management
  • Contact management
  • Lead management
  • Email Integration
  • Sales forecasting
  • Workflow and approval
  • File sync and share
  • Data management

USP

Sales Cloud has a lightning service console that enhances the efficiency of the agent with the ensuing level of agent experience. It begins case administration and assists in quicker case resolving with clear perceptibility. Omnichannel routing: It supplies more rapid services by electronically case matching. By unloading your support agents, it promotes automation with macros.

Pros of Sales Cloud

  • Automatically meetings & email tracking
  • Creates customized dashboards
  • Management of leads, accounts, and opportunities
  • Cost-Effective
  • Spares time with client self-servicing
  1. ORACLE NETSUITE

The Salesforce automation tool of NetSuite enables your sales team with blended sales procedures. It assists in order management, sales forecasting, sales commission, and accomplishment. The salesforce automation software by NetSuite offers your sales team with unparalleled perceptibility in all possible CRM aspects.

Features of NetSuite

  • Management of opportunities
  • Sales Forecasting
  • Order & Quotes Administration
  • Management of incentive pay

USP

Assists in getting real-time perceptibility. It promotes the productivity of business sales and supports in productively managing the accounts. As a whole, it enhances the customer relationship.

Pros of NetSuite

  • Upholds computerized data input
  • Empowers more meticulous financial planning
  • Assists in judgmental efficiency and promotes profitability
  • Appears with a customized sales dashboard
  • It enhances the proficiency of the employees.
  1. ZENDESK SELL

It is a salesforce automation system that emphasizes on intensifying the efficiency, visibility of pipeline & processes for the terms of sales. Zendesk Sell is a powerful software solution to boost up your support process. Additionally, it offers seamless client support around all the available channels.

Features of Zendesk Sell

  • Compliant ticket management
  • Collaborative workspace
  • Multi-channel support system
  • Robust Integration with CRM
  • Authentications
  • Assignment administration
  • Access control

USP of Zendesk Sell

Scale with intelligent self-services: Manage processes to enhance the rates of the resolution, reduced support expenses that will make the clients more satisfied.

Pros of Zendesk Sell

  • Sophisticated merchandise with an abundance of integrations
  • It is a website that is optimized to support mobile devices
  • It enables clients to rate support services for valued clients
  • Feedbacks are included in its community forums
  • On the head of your website’s every page, it assists in producing a widget tap
  1. BPM ‘ONLINE SALES

It is one of the robust Salesforce automation tools that assist in computerizing your sales process and expanding your marketing practices. This contact administration system offers features that are dedicatedly centred on customers and satisfies many industry-specific needs.

Features of BPM ‘Online Sales

  • 360 Degree customer view
  • Stable management of leads
  • Collaboration tools
  • Marketing process administration
  • Sales forecasting
  • Field sales administration
  • Management of available and future Opportunities

USP

It provides extensive & configurable API’s. Offers dependable client support services through live chat, phone, email, and much more ways, it can be efficiently customized into a particular brand’s product.

Pros of BPM ‘Online Sales

  • Extremely interactive interface
  • For modulating operations, it utilizes a WYSIWYG designer.
  • It offers a broad array of efficiency tools and productive management of leads.
  1. MICROSOFT DYNAMICS 365

It is a highly recognizable and dependable Salesforce automation tool that intensely concentrates on enabling the agents to create an association with the appropriate buyers based on the physical client requirements. It allows for seamless efficiency by blending familiar products.

Features of Microsoft Dynamics 365

  • Smooth flow of Sales process
  • Lead management and tracking
  • Embedded collaboration
  • Opportunity management
  • Integration of outlook
  • Integrated communications
  • Mobile access

USP

Flexible and is not limited by legacy technology. It interprets and implements the data to enhance judgmental capability.

Pros of Microsoft Dynamics 365

  • Most preferred for non-technical managers
  • It consolidates Azure AD
  • It is easy to activate and use
  • It comprises several templates that are pre-configured
  1. FRESHSALES

This Salesforce automation tool computerizes your the operations and activities associated with sales and concentrates on making more and more sales. FreshSales focuses on magnifying the efficiency of business leads and converting them into sales. It allows adequate contact administration by granting an all-round outlook on associated details.

Features of FreshSales

  • Tracking of events
  • Lead scoring, management, and conversion
  • Deal management
  • Real-time monitoring of emails
  • Email integration with CRM
  • Customized Templates
  • Guaranteed client support services
  • Mobile CRM
  • A personalized report of sales and deals

USP

FreshSales placidly consolidates with segment & Google Calendar, which assists you in efficiently administering your events. It is among the limited platforms that enable calls to be shifted to its undeviatingly without any software or hardware installation for the tasks to be performed.

Pros of FreshSales

  • It is perfectly designed and provides numerous tools for keeping a track on how clients interact with you.
  • The team of developers regularly keeps on updating the application and is receptive to the requests from the users.
  • Simple to use and provides powerful features.
  • It can be utilized for tracking user engagements through business websites.
  1. PIPEDRIVE

It is convenient Salesforce automation software that minimizes the administrative headaches and associated manual work. Pipedrive has the appropriate tools that help improper data management, and thus, provides us the more time to expand our sales channel. It takes the entire sales data to a separate section.

Features of Pipedrive

  • Integration of Email
  • Management of sales pipeline
  • Sales forecasting
  • Robust API
  • Sales reporting
  • Roles, responsibilities, and hierarchy of the organization
  • Full customization
  • Multi-currency and Multi-language support

USP

Allows follow-ups on each deal and sales; it can be operated remotely from anywhere at any time.

Pros of Pipedrive

  • It is easily understandable and administrable
  • This system is absolute and adequate

Consolidates appropriately with the ecosystem of Google sales cloud

Chitiz Agrawal

12+ years of experience in Salesforce.com CRM Platform and Java technologies. Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based, and portals based object oriented enterprise applications. • Certified DEV 401 developer, ADM 201 Administrator and Sales Cloud Consultant. • 8+ years of Techno-Functional experience with Salesforce.com/Force.com platform in providing CRM solution. • Ability to independently perform development, testing, implementation, documentation and updating. • Ability to work independently and engage supervisor as needed and to handle full workload and meet proposed deadlines. • Excellent Interpersonal, Communicational, Organizational and Team Leading skills Specialties: Salesforce.com: Sales Cloud, Service Cloud, Force.com: Custom Cloud Salesforce.com: Reporting and Analytics of Sales, Service, Custom Cloud Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader JavaScript, XML, SOAP, WSDL, HTML, AJAX, Web Services JDK, J2EE, Servlets, JSP.

Chitiz Agrawal

12+ years of experience in Salesforce.com CRM Platform and Java technologies. Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based, and portals based object oriented enterprise applications. • Certified DEV 401 developer, ADM 201 Administrator and Sales Cloud Consultant. • 8+ years of Techno-Functional experience with Salesforce.com/Force.com platform in providing CRM solution. • Ability to independently perform development, testing, implementation, documentation and updating. • Ability to work independently and engage supervisor as needed and to handle full workload and meet proposed deadlines. • Excellent Interpersonal, Communicational, Organizational and Team Leading skills Specialties: Salesforce.com: Sales Cloud, Service Cloud, Force.com: Custom Cloud Salesforce.com: Reporting and Analytics of Sales, Service, Custom Cloud Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader JavaScript, XML, SOAP, WSDL, HTML, AJAX, Web Services JDK, J2EE, Servlets, JSP.

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